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Samuel Mclaughlin is listed as Senior Portfolio Manager & Wealth Advisor @ RBC Dominion Securities | Family Wealth Management at RBC Dominion Securities, a with 5030 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Samuel Mclaughlin.
Samuel Mclaughlin previously worked as Senior Portfolio Manager & Wealth Advisor at Rbc Dominion Securities and Associate Portfolio Manager at Rbc Dominion Securities. Samuel Mclaughlin holds B.Sc., Microbiology from University Of Manitoba.
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As a Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities, I have over 15 years of experience in providing personalized and comprehensive investment solutions for individuals, pensions, and non-profits. My team and I specialize in family wealth management, developing holistic and customized wealth plans that encompass the current and future goals of our clients and their generations.I hold numerous advanced designations, including the Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS), and Family Enterprise Advisor (FEA), which demonstrate my expertise and commitment to high standards of professionalism and ethics. I am also a discretionary portfolio manager, which gives me the ability to fully customize every portfolio, with every product available, regardless of the client's situation. My specific focus is on coordinating the overall strategy, selecting the optimal investment mix and managers, conducting advanced wealth planning, building and maintaining client relationships, and collaborating with other professional advisors.
Listed skills include Investments, Asset Allocation, Strategic Financial Planning, Portfolio Management, and 49 others.
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Winnipeg, Canada Area
Discretionary portfolio management providing personalized investment solutions for individuals, pensions, and non-profits. The bulk of our business involves working alongside families to develop wealth plans that encompass their current and future goals, for both themselves as well as for their children and grandchildren.
Other employees you can reach at rbcds.com. View company contacts for 5030 employees →
Dustin Leniuk B.Mgt, B.A, Cfp, Cim
Colleague at Rbc Dominion SecuritiesLethbridge, Alberta, Canada
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Lapierre Guy
Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada
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Adam Bosak, Pfp, Cim, Fcsi
Colleague at Rbc Dominion SecuritiesOntario, Canada
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Donald Merrithew
Colleague at Rbc Dominion SecuritiesSaint John, New Brunswick, Canada
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Mark Lloyd
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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Djan Lefebvre
Colleague at Rbc Dominion SecuritiesLaval, Quebec, Canada
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Shelley Maher, Ba, Cfa
Colleague at Rbc Dominion SecuritiesEdmonton, Alberta, Canada
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Dan Gauer, B Comm (Hons)
Colleague at Rbc Dominion SecuritiesWinnipeg, Manitoba, Canada
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Mousumi Chatterjee
Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada
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Stephen Dunn
Colleague at Rbc Dominion SecuritiesSault Ste. Marie, Ontario, Canada
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Activities and Societies: Director of Finance, Science Students' Association (2007 and 2008)
Quick answers generated from the profile data available on this page.
Samuel Mclaughlin works for RBC Dominion Securities.
Samuel Mclaughlin is listed as Senior Portfolio Manager & Wealth Advisor @ RBC Dominion Securities | Family Wealth Management at RBC Dominion Securities.
AeroLeads has found 1 work email signal at @rbc.com for Samuel Mclaughlin at RBC Dominion Securities.
Samuel Mclaughlin is based in Winnipeg, Manitoba, Canada while working with RBC Dominion Securities.
Samuel Mclaughlin has worked for Rbc Dominion Securities and St. Boniface Hospital Research Centre.
Samuel Mclaughlin's colleagues at RBC Dominion Securities include Dustin Leniuk B.Mgt, B.A, Cfp, Cim, Lapierre Guy, Adam Bosak, Pfp, Cim, Fcsi, Donald Merrithew, and Mark Lloyd.
You can use AeroLeads to view verified contact signals for Samuel Mclaughlin at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.
Samuel Mclaughlin holds B.Sc., Microbiology from University Of Manitoba.
Samuel Mclaughlin is listed with skills including Investments, Asset Allocation, Strategic Financial Planning, Portfolio Management, Wealth Management, Wealth, Financial Advisory, and Investment Advisory.
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